See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,764 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,657 | $72,254-46.5% | $86,677-55.4% | $64,808-40.4% |
| Participation rate | 88.7% | 80.4%+8.3pp | 76.6%+12.1pp | 71.5%+17.3pp |
| Annual return | -19.02% | 392.42%-411.4pp | 35.91%-54.9pp | 32.82%-51.8pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,146 | $4,658-11.0% | $4,656-10.9% | $4,310-3.8% |
| Admin fee / account holder | $10 | $174-94.0% | $7,493-99.9% | $188-94.5% |